Mattermark can be pretty powerful for prospecting companies. They have predictive analytics around which companies are raising, etc., which helps us target clients. Mattermark has been very useful for us.
CoStar is the industry standard for a reason. It allows us to connect with other brokerage houses on the properties we and they are marketing. It’s a great way to communicate in the industry.
We look at Google Analytics, but 75% of our business comes through referrals, so we don’t use it much. Our business model isn’t lead-gen focused.
Reonomy culls public data and compiles it into a user-friendly data around real estate. Their system is fantastic and provides in-depth information about a particular property or owner.
We like Pipedrive a lot. We checked out Streak and Salesforce, but for price versus functionality, Pipedrive was the best. It’s customizable, but also structured enough that we don’t have to think too much about customization.
Slack is the best. We create channels for every client we have. So if we need a quick response, we try to not clog each other’s email inboxes. We have it integrated with Google Drive, too.
We use MailChimp for newsletters, but we haven’t had much experience with it yet. That initiative will be starting in earnest in early 2016.
Yesware is great for mail merges and tracking emails. It’s pretty powerful in terms of its ability to track everything you send out. It’s really hard to stay on top of everything when you’re sending out thousands of emails per day, but Yesware is a big help in that regard and allows us to see who’s opened our emails and when we need to follow up with them.
We tried Dropbox at first, and it was just OK. But we use Google Apps for email, and when I discovered the volume of storage you can get with Google Drive, it seemed worthwhile to use it for file sharing instead.
The DocSend interface is amazing. We use this for sending out materials (mostly tour books created using KeyNote) which we then upload to DocSend and send to people as a pdf.
I’m handling our accounting in the near term, and I’m using Xero. I think there’s a little bit of a learning curve (understanding the reconciliation and invoicing side of it), but now that I’ve built out the templates we need to suit our business, it’s been running pretty seamlessly.
Our workflow is such that we just use Pipedrive for project management. We don’t need Basecamp, Trello, etc. Once a deal comes in, the person who brought it in manages the workflow for it. So our project management needs are simpler/easier. It’s a more analog way of handling projects.
In Slack, we create channels for each customer.